Consultancy
ED360. An intelligent business operating system for consultancy firms
ED360 is an advanced CRM and business management platform designed specifically for consultancy businesses that need more than traditional lead management.
Instead of relying on separate tools for CRM, employee management, payroll, communication, reporting and day-to-day operations, ED360 brings the core functions of a consultancy business into a single intelligent platform.
With automation, AI-powered capabilities, integrations, centralised data and operational dashboards, ED360 helps consultancy teams manage their entire business from one place.
- Enterprise CRM & business management platform
- Product type
- Consultancy / professional services
- Industry
- Admins, managers, employees
- Primary users
- CRM, operations, automation & intelligence
- Core focus
The problem
Consultancy businesses often operate across multiple disconnected systems. Leads are tracked in a CRM, employee information lives in spreadsheets, salary calculations are handled manually, and follow-ups depend on individual employees remembering them. Reports require stitching data back together by hand. As the business grows, the seams start to show.
- Scattered business data
- Manual administrative work
- Poor visibility into employee performance
- Missed lead follow-ups
- Repetitive operational tasks
- Difficulty tracking conversions
- Complicated salary management
- Limited real-time business insight
The vision
One platform. Every operation. Intelligent by default.
The goal behind ED360 was to create a centralised digital infrastructure for consultancy businesses. Rather than simply recording customer information like a traditional CRM, ED360 connects different parts of the organisation together.
A lead moves through the sales pipeline. An employee manages that lead. The system tracks the employee's performance. The resulting business activity feeds reports and analytics. Management uses those insights to make better operational decisions.
That creates a connected business ecosystem rather than a collection of isolated tools.
What it does
Lead & CRM management
The complete lifecycle of a lead, from acquisition through to conversion, with every interaction attached to one centralised profile.
- Lead capture, profiles and categorisation
- Assignment, status management and follow-up tracking
- Sales pipeline management and activity history
- Notes, communication records and conversion tracking
Employee management
A centralised view of the team — not only who works in the organisation, but how each person contributes to business performance.
- Employee profiles, departments and organisational structure
- Roles, permissions and employee status
- Assigned leads, activity and work history
- Performance metrics and attendance information
Salary & payroll
Payroll sits inside the operational platform rather than in a parallel spreadsheet, so compensation data connects to the employee records it belongs to.
- Salary records, structures and payroll periods
- Allowances, deductions and bonuses
- Payroll calculations, payment records and history
- Payroll reporting for management
AI-powered business intelligence
The objective was never to bolt a chatbot onto a CRM — it was to make the business data already in the system useful without someone having to read every row.
- Lead analysis, prioritisation and customer insight
- Follow-up recommendations and business summaries
- Automated insights and performance analysis
- Report generation and intelligent search
Sales pipeline
Leads move through stages configured around the organisation's own workflow — new lead, contacted, qualified, consultation, processing, converted — with the whole pipeline visible from one dashboard.
- New opportunities and stalled leads surfaced
- High-value prospects flagged
- Conversion bottlenecks made visible
- Overall sales velocity tracked
Employee performance analytics
Because lead activity and employee activity are connected, employee management stops being an administrative function and becomes a data-driven one.
- Leads assigned, contacted and converted
- Follow-ups completed and activity volume
- Conversion rate and revenue contribution
- Pipeline performance per person and per team
Role-specific dashboards
Management gets a high-level view of the organisation — total and active leads, conversion rate, revenue, pipeline distribution, payroll overview. Employees get a focused workspace holding only their assigned leads, follow-ups, tasks and notifications.
Role-based access control
Permissions are structured around super admin, administrator, manager and employee roles, so people see the information and functionality their responsibilities actually call for.
Automation
Reducing repetitive manual work was a first-class design goal, not an afterthought.
- Lead assignment and follow-up reminders
- Notifications, alerts and status updates
- Recurring operational and reporting workflows
- Data synchronisation between systems
Integrations
ED360 is built to operate as part of a larger technology ecosystem rather than to lock a business into one. Communication platforms, email and messaging, payments, accounting, calendars, cloud storage, analytics and external APIs all connect through the same integration layer.
Reporting & analytics
Operational activity is converted into business-level information: lead sources, volume, conversion rates and pipeline movement; individual and team performance; revenue, growth and overall pipeline health.
How it is put together
- Experience layer
The interface through which users interact with the platform.
Admin dashboardEmployee dashboardCRM interfaceAnalyticsPayrollSettings - Application layer
Business logic and workflows.
Lead managementEmployee managementPayrollAutomationPermissionsReporting - Intelligence layer
The AI layer that makes business data actionable.
AnalysisRecommendationsSummariesIntelligent searchBusiness insights - Integration layer
Connects ED360 with external services and APIs.
EmailMessagingPaymentsAccountingCalendarsStorage - Data layer
Centralised storage for everything the platform relates together.
UsersEmployeesLeadsActivitiesPayrollReportsPermissions
Traditional CRM platforms focus on customers and sales. ED360 combines CRM, HR operations, payroll, analytics, automation, AI and integrations into one system — less a CRM, more a business operating system for consultancy companies.